Filed February 8, 2023 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,552 | $98,982-55.0% | $162,163-72.5% | $65,185-31.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 19.85% | 24.84%-5.0pp | 115.59%-95.7pp | 29.38%-9.5pp |
| Employer contribution / active EE | $2,909 | $3,467-16.1% | $5,614-48.2% | $2,177+33.7% |
| Participant deferral / active EE | $3,368 | $5,384-37.4% | $7,298-53.8% | $3,514-4.1% |
| Admin fee / account holder | $6,407 | $596+974.3% | $10,843-40.9% | $847+656.3% |